Delivering Value Throughout the Client Lifecycle Course Page

1 Hour CFP®, CIMA®, CPWA®, RMA®

Delivering Value Throughout the Client Lifecycle

Your clients’ needs change as they age, and as they reach different milestones in their lives, their financial future changes. Of course, you know this, but how prepared are your clients? Learn how you can best serve them throughout their lives.

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Free CE Course

Course Details

7 Lessons
60 Minutes
1 CE Credit

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Who Is This For?

Financial advisors committed to advancing their skills and expanding their practice through CFP®, CIMA®, CPWA®, or RMA® certifications.
Advisors looking to enhance their client relationships by understanding and addressing the changing financial needs throughout the investor lifecycle.
Professionals dedicated to improving client outcomes by leveraging financial planning solutions to counteract behavioral biases.

What Will I Learn?

Understand the different stages of the client lifecycle
Understand the default behavior of clients and how their biases drive their behavior
Understand how financial planning solutions can drive better client behavior

62%

of advisors using behavioral finance techniques added new clients twice as quickly as those who did not.

Source: How Behavioral Finance Can Help Clients and Advisors, ThinkAdvisor, 2020.

Course Curriculum

Introduction

A Changing Landscape

Erikson Behavioral Risk Matrix

Introduction to Stages & Stage 1

Stage 2

Stage 3

Stage 4 & Conclusion

Learn to Grow

Why Orion Advisor Academy

With free continuing education courses that range in topics from investment management, behavioral finance, practice management, client experience, and more, you have everything you need to learn and grow your business.